Civic Intelligence

Bolton & Company

Plan context: Bolton & Company 401K Profit Sharing Plan & Trust

EIN 61-0999072 • Louisville, KY • 24 filings • 6 plans

325 W Main St Ste 2400Louisville, KY 40202-4257
Current Snapshot

Latest Year

2022

2022 Participants

21

2022 Assets

$5,848,525

2022 Contributions

$154,006

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,011,823$3,505,912$0199920112022YearValue
$5,848,525Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

43220199920112022YearValue
21Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2022121$5,848,525$154,006$7,334iApproximate average salary by contribution assumption: employee only about $183,340 at 4% or $122,227 at 6%; with 50% employer match about $122,227 at 4% or $81,485 at 6%; with 100% employer match about $91,670 at 4% or $61,113 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-21$5,848,525$154,006$7,334iApproximate average salary by contribution assumption: employee only about $183,340 at 4% or $122,227 at 6%; with 50% employer match about $122,227 at 4% or $81,485 at 6%; with 100% employer match about $91,670 at 4% or $61,113 at 6%.
2021121$7,011,823$147,299$7,014iApproximate average salary by contribution assumption: employee only about $175,356 at 4% or $116,904 at 6%; with 50% employer match about $116,904 at 4% or $77,936 at 6%; with 100% employer match about $87,678 at 4% or $58,452 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-21$7,011,823$147,299$7,014iApproximate average salary by contribution assumption: employee only about $175,356 at 4% or $116,904 at 6%; with 50% employer match about $116,904 at 4% or $77,936 at 6%; with 100% employer match about $87,678 at 4% or $58,452 at 6%.
2020121$5,884,619$164,965$7,855iApproximate average salary by contribution assumption: employee only about $196,387 at 4% or $130,925 at 6%; with 50% employer match about $130,925 at 4% or $87,283 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-21$5,884,619$164,965$7,855iApproximate average salary by contribution assumption: employee only about $196,387 at 4% or $130,925 at 6%; with 50% employer match about $130,925 at 4% or $87,283 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%.
2019122$5,266,238$162,337$7,379iApproximate average salary by contribution assumption: employee only about $184,474 at 4% or $122,983 at 6%; with 50% employer match about $122,983 at 4% or $81,988 at 6%; with 100% employer match about $92,237 at 4% or $61,491 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-22$5,266,238$162,337$7,379iApproximate average salary by contribution assumption: employee only about $184,474 at 4% or $122,983 at 6%; with 50% employer match about $122,983 at 4% or $81,988 at 6%; with 100% employer match about $92,237 at 4% or $61,491 at 6%.
2018121$4,184,708$148,937$7,092iApproximate average salary by contribution assumption: employee only about $177,306 at 4% or $118,204 at 6%; with 50% employer match about $118,204 at 4% or $78,803 at 6%; with 100% employer match about $88,653 at 4% or $59,102 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-21$4,184,708$148,937$7,092iApproximate average salary by contribution assumption: employee only about $177,306 at 4% or $118,204 at 6%; with 50% employer match about $118,204 at 4% or $78,803 at 6%; with 100% employer match about $88,653 at 4% or $59,102 at 6%.
2017122$4,673,780$141,504$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-22$4,673,780$141,504$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
2016124$4,087,617$151,064$6,294iApproximate average salary by contribution assumption: employee only about $157,358 at 4% or $104,906 at 6%; with 50% employer match about $104,906 at 4% or $69,937 at 6%; with 100% employer match about $78,679 at 4% or $52,453 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-24$4,087,617$151,064$6,294iApproximate average salary by contribution assumption: employee only about $157,358 at 4% or $104,906 at 6%; with 50% employer match about $104,906 at 4% or $69,937 at 6%; with 100% employer match about $78,679 at 4% or $52,453 at 6%.
2015125$4,428,285$157,469$6,299iApproximate average salary by contribution assumption: employee only about $157,469 at 4% or $104,979 at 6%; with 50% employer match about $104,979 at 4% or $69,986 at 6%; with 100% employer match about $78,735 at 4% or $52,490 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-25$4,428,285$157,469$6,299iApproximate average salary by contribution assumption: employee only about $157,469 at 4% or $104,979 at 6%; with 50% employer match about $104,979 at 4% or $69,986 at 6%; with 100% employer match about $78,735 at 4% or $52,490 at 6%.
2014128$4,501,302$255,610$9,129iApproximate average salary by contribution assumption: employee only about $228,223 at 4% or $152,149 at 6%; with 50% employer match about $152,149 at 4% or $101,433 at 6%; with 100% employer match about $114,112 at 4% or $76,074 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-28$4,501,302$255,610$9,129iApproximate average salary by contribution assumption: employee only about $228,223 at 4% or $152,149 at 6%; with 50% employer match about $152,149 at 4% or $101,433 at 6%; with 100% employer match about $114,112 at 4% or $76,074 at 6%.
2013124$4,161,328$237,728$9,905iApproximate average salary by contribution assumption: employee only about $247,633 at 4% or $165,089 at 6%; with 50% employer match about $165,089 at 4% or $110,059 at 6%; with 100% employer match about $123,817 at 4% or $82,544 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-24$4,161,328$237,728$9,905iApproximate average salary by contribution assumption: employee only about $247,633 at 4% or $165,089 at 6%; with 50% employer match about $165,089 at 4% or $110,059 at 6%; with 100% employer match about $123,817 at 4% or $82,544 at 6%.
2012125$3,345,342$247,200$9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-25$3,345,342$247,200$9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%.
2011124$2,734,988$155,562$6,482iApproximate average salary by contribution assumption: employee only about $162,044 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,022 at 4% or $54,015 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-24$2,734,988$155,562$6,482iApproximate average salary by contribution assumption: employee only about $162,044 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,022 at 4% or $54,015 at 6%.
2010126$3,002,327$280,198$10,777iApproximate average salary by contribution assumption: employee only about $269,421 at 4% or $179,614 at 6%; with 50% employer match about $179,614 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,807 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-26$3,002,327$280,198$10,777iApproximate average salary by contribution assumption: employee only about $269,421 at 4% or $179,614 at 6%; with 50% employer match about $179,614 at 4% or $119,743 at 6%; with 100% employer match about $134,711 at 4% or $89,807 at 6%.
2009131$2,765,003$434,477$14,015iApproximate average salary by contribution assumption: employee only about $350,385 at 4% or $233,590 at 6%; with 50% employer match about $233,590 at 4% or $155,727 at 6%; with 100% employer match about $175,192 at 4% or $116,795 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-31$2,765,003$434,477$14,015iApproximate average salary by contribution assumption: employee only about $350,385 at 4% or $233,590 at 6%; with 50% employer match about $233,590 at 4% or $155,727 at 6%; with 100% employer match about $175,192 at 4% or $116,795 at 6%.
2008135$2,356,431$294,758$8,422iApproximate average salary by contribution assumption: employee only about $210,541 at 4% or $140,361 at 6%; with 50% employer match about $140,361 at 4% or $93,574 at 6%; with 100% employer match about $105,271 at 4% or $70,180 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-35$2,356,431$294,758$8,422iApproximate average salary by contribution assumption: employee only about $210,541 at 4% or $140,361 at 6%; with 50% employer match about $140,361 at 4% or $93,574 at 6%; with 100% employer match about $105,271 at 4% or $70,180 at 6%.
2007137$3,071,794$413,601$11,178iApproximate average salary by contribution assumption: employee only about $279,460 at 4% or $186,307 at 6%; with 50% employer match about $186,307 at 4% or $124,205 at 6%; with 100% employer match about $139,730 at 4% or $93,153 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-37$3,071,794$413,601$11,178iApproximate average salary by contribution assumption: employee only about $279,460 at 4% or $186,307 at 6%; with 50% employer match about $186,307 at 4% or $124,205 at 6%; with 100% employer match about $139,730 at 4% or $93,153 at 6%.
2006136$2,797,178$436,360$12,121iApproximate average salary by contribution assumption: employee only about $303,028 at 4% or $202,019 at 6%; with 50% employer match about $202,019 at 4% or $134,679 at 6%; with 100% employer match about $151,514 at 4% or $101,009 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-36$2,797,178$436,360$12,121iApproximate average salary by contribution assumption: employee only about $303,028 at 4% or $202,019 at 6%; with 50% employer match about $202,019 at 4% or $134,679 at 6%; with 100% employer match about $151,514 at 4% or $101,009 at 6%.
2005136$2,142,497$406,529$11,292iApproximate average salary by contribution assumption: employee only about $282,312 at 4% or $188,208 at 6%; with 50% employer match about $188,208 at 4% or $125,472 at 6%; with 100% employer match about $141,156 at 4% or $94,104 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-36$2,142,497$406,529$11,292iApproximate average salary by contribution assumption: employee only about $282,312 at 4% or $188,208 at 6%; with 50% employer match about $188,208 at 4% or $125,472 at 6%; with 100% employer match about $141,156 at 4% or $94,104 at 6%.
2004136$1,624,568$151,288$4,202iApproximate average salary by contribution assumption: employee only about $105,061 at 4% or $70,041 at 6%; with 50% employer match about $70,041 at 4% or $46,694 at 6%; with 100% employer match about $52,531 at 4% or $35,020 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-36$1,624,568$151,288$4,202iApproximate average salary by contribution assumption: employee only about $105,061 at 4% or $70,041 at 6%; with 50% employer match about $70,041 at 4% or $46,694 at 6%; with 100% employer match about $52,531 at 4% or $35,020 at 6%.
2003135$1,318,467$107,756$3,079iApproximate average salary by contribution assumption: employee only about $76,969 at 4% or $51,312 at 6%; with 50% employer match about $51,312 at 4% or $34,208 at 6%; with 100% employer match about $38,484 at 4% or $25,656 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-35$1,318,467$107,756$3,079iApproximate average salary by contribution assumption: employee only about $76,969 at 4% or $51,312 at 6%; with 50% employer match about $51,312 at 4% or $34,208 at 6%; with 100% employer match about $38,484 at 4% or $25,656 at 6%.
2002143$984,803$101,656$2,364iApproximate average salary by contribution assumption: employee only about $59,102 at 4% or $39,402 at 6%; with 50% employer match about $39,402 at 4% or $26,268 at 6%; with 100% employer match about $29,551 at 4% or $19,701 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-43$984,803$101,656$2,364iApproximate average salary by contribution assumption: employee only about $59,102 at 4% or $39,402 at 6%; with 50% employer match about $39,402 at 4% or $26,268 at 6%; with 100% employer match about $29,551 at 4% or $19,701 at 6%.
200110$1,050,353$98,296-
Bolton & Company 401K Profit Sharing Plan & Trust-0$1,050,353$98,296-
2000131$0$0-
Bolton & Company 401K Profit Sharing Plan & Trust-31---
1999130$955,442$82,301$2,743iApproximate average salary by contribution assumption: employee only about $68,584 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%.
Bolton & Company 401K Profit Sharing Plan & Trust-30$955,442$82,301$2,743iApproximate average salary by contribution assumption: employee only about $68,584 at 4% or $45,723 at 6%; with 50% employer match about $45,723 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%.